· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
UNIVERSAL HEALTHCARE SERVICES, INC. — UNIVERSAL HEALTHCARE SERVICES, INC. CASH BALANCE PENSION PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20250619022931NAL0002830657001
UNIVERSAL HEALTHCARE SERVICES, INC.
Form 5500-SF
FILING_RECEIVED
UNIVERSAL HEALTHCARE SERVICES, INC. CASH BALANCE PENSION PLAN
Defined-benefit pension plan
Signals · 2
Late filing · 7.1 mo
No auditor on file
Active participants
122
Accounts w/ balance
—
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
69
/ 100
Grade C
Average plan with room to improve
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
35
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
UNIVERSAL HEALTHCARE SERVICES, INC.
.
Find decision makers
Plan sponsor
Name
UNIVERSAL HEALTHCARE SERVICES, INC.
EIN
71-1031193
Address
8303 BRIMHALL ROAD · BUILDING 1500 · BAKERSFIELD, CA · 93312
Phone
(661) 587-2468
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2025-06-19
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
THE MARYLAND SPINE CENTER
THE MARYLAND SPINE CENTER DEFINED BENEFIT PLAN
$2.3M · 5 participants
DOYLESTOWN GYNECOLOGY, LLC
DOYLESTOWN GYNECOLOGY, LLC 401(K) PROFIT SHARING PLAN
$2.3M · 8 participants
LBMD GROUP, LLC
LBMD GROUP, LLC 401(K) PROFIT SHARING PLAN
$2.3M · 18 participants
RAMIES CONSULTING, INC.
RAMIES CONSULTING DEFINED BENEFIT PENSION PLAN
$2.3M · 2 participants
CORNERSTONE PEDIATRICS, P.C.
CORNERSTONE PEDIATRICS RETIREMENT PLAN
100
Knocking points off
No independent qualified public accountant (IQPA) named.
Filed 7.1 months past the 10.5-month grace window.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$2.3M · 30 participants
WEI GUO LIN, PHYSICIAN P.C.
WEI GUO LIN, MD. PROFIT SHARING PLAN
$2.3M · 5 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B